Employee offboarding checklist template
For HR and IT when someone leaves. The last day is confirmed with HR, single sign on is disabled at the agreed time, production and admin access is removed, shared passwords and API keys are rotated, and equipment is returned.
- App: Checklist Flow for Jira
- Category: Employee onboarding and offboarding
- Edition: Needs a paid licence; without one it shows with a Pro badge and a preview
- Items: 10 items, 6 required
- Suggested for: Task, Service Request, Offboarding
Items
#Before the last day
| Item | Required |
|---|---|
| Last working day confirmed with HR | Required |
| Handover of work and documents planned | Required |
| Exit interview scheduled | Optional |
Access
| Item | Required |
|---|---|
| Single sign on account disabled at the agreed time | Required |
| Access to production systems and admin tools removed | Required |
| Shared passwords and API keys the person knew are rotated | Required |
| Email forwarding or auto reply set | Optional |
Assets and admin
| Item | Required |
|---|---|
| Laptop, badge and other equipment returned | Required |
| Licences reassigned or cancelled | Optional |
| Final pay and benefits processed | Optional |
Use it
#In a Jira work item, open the Checklist Flow panel, then Template library in the Templates section. Find the template under its category, use Preview to see the items and Install to add it to your site's templates. From then on you can apply it to any work item, or, with a paid licence, have it added automatically by issue type.
Related
#- Checklist Flow for Jira documentation
- Jira checklist templates: all 49 templates